We’re honored to share that we have once again made the Forbes | SHOOK Research Top RIA Firms in America list, ranking #24 in the country and #1 in Washington state! We are grateful for this recognition and proud of our team’s dedication to providing legendary service to the families we serve.

Our CEO + Managing Principal Terry Cook, CFP®, CIMA® was also featured sharing his story and what makes Parcion Private Wealth a top firm in the U.S. for business owners and their families. Thank you, Terry, for your leadership!

“We’re known for helping business owners and their families unlock the true potential of their wealth, usually through a sale or transition,” says Cook. “We show them how to take care of the people they love for generations and help them think bigger about what comes next.”

Parcion was ranked #24 on the Forbes Top RIA Firms in America, issued on 10/10/2023 by SHOOK Research. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Parcion paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.